Can we really attribute all of the horrendously weak economic news to icy pavements and polar vortexes?
One should at least question the reasons behind the super-sized confidence in certain assets.
Most investors have dismissed China as last decade's phenomenon. They are being short-sighted.
If you are light on foreign holdings and if you have cash to put to work, consider EWU.
Are U.S. stocks still the place to be? Yes and no.
It's unclear if investors are embracing the Fed's expressed confidence.
Think short-term hedging, defense and multiple assets.
Investors who allocated a portion of their capital abroad have been experiencing a whole lot of performance envy lately.
One has to wonder if we may be witnessing a last hurrah for stocks tied to household consumption.
The herd appears to be ignoring the reality that it is buying stocks near all-time highs while simultaneously dismissing the potential of commodities after years of disappointment.